I want to have Payees associated to a default Category each time a transaction downloads.

When I used the Windows version, you could use renaming rules and memorized transactions. Does this same functionality exist in the Mac version?

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Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    No. Not yet. But the Mac product massager said they were working on adding this functionality to Quicken Mac, so we're expecting to see it appear sometime in the not-too-distant future. (Exactly when, we don't know.)
    Quicken Mac Subscription • Quicken user since 1993
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    "product massager" sounded accurate to me!
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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